Tag Archives: Quote

Custom Product Family Sage CRM QLE Screen.

The GUMU™ Sage 100 CRM integration is a fully bi-directional solution where users can have access to Sage 100 data wherever they log into Sage CRM. Connecting Sage 100 with Sage CRM allows customer-facing staff to view accounting data and create orders through the Sage CRM interface.  Recently, our team had the opportunity to work with one… Read More »

Sage CRM 2021 R2: Selection of Template while sending Quote or Order

With the release of Sage CRM‘s new version i.e., Sage CRM 2021 R2 many new features as well as enhancements are made available that help to manage the Customer Relationship and make the business process smooth and trouble-free as well as user-friendly to use. One of the new enhancements is now available on Quote and… Read More »

Notify if Quote is expired in Sage CRM

In Sage CRM, we can change the color of fields as per our need or business requirement. One of our client came up with a requirement that, if the expiration date has gone past the current date then it would show in Red color. Suppose you are having multiple Quotes records, but while going through… Read More »

Sales site selection on Quote/Order for a Customer – GUMU™ for Sage CRM – Sage X3

In our previous blog, we discussed about troubleshooting steps for length exceed issue while promoting customer. New Stuff: Pre– Requisites for installing GUMU for sage CRM- Sage ERP X3 Today in this blog, we will discuss about Sites functionality in Sage X3 – Sage CRM Integration using GUMU™. We bring all the Sites from Sage X3 to… Read More »

New Feature in GUMU™ for Sage CRM – Sage 100 Integration – Create Quote with Type ‘Back Order’

GUMU™ for Sage CRM – Sage 100 integration is a real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa. In our GUMU™ integration, we keep on adding new features which are very helpful for your business process and users. Today in this blog, we will… Read More »

Enable Workflow against Quotes entity in Sage CRM

As we all know, business process flow is managed with the help of Workflows in Sage CRM which is by default enabled for primary entities. We can also enable workflow for Secondary or Custom entities with the help of below article posted by Jeff. https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2007/12/23/adding-workflow-capability-to-a-secondary-or-custom-entity.aspx Well, one of our client came with a requirement that,… Read More »

Hide Edit Button on Quote SWT screen

Sage CRM and Sage 300 ERP standard integration is one of the awesome feature provided by Sage. This integration includes various functionalities such as customer/vendor information from Sage 300 ERP, invoice and order details, or even creating, editing quotes and orders to Sage 300 ERP through Sage CRM. New Stuff: Greytrix Development Services for Sage CRM… Read More »

Restrict Users from applying discount to entire Quote and Order

As we know, Sales process is driven with the help of Lead, Opportunity, Quotes and Orders. And, to generate quotes and orders, we link the products and their prices in Quotes and Orders tab against Opportunity. This Quotes and Order functionality also comes with a feature wherein we can apply discount to an entire order… Read More »

Calculate CST, VAT and BED Taxes on Sage CRM’s Quote-Items screen

Hi folks! This article is in continuation of my previous blog where I have explained the logic of calculating CST for Quotes. Below is the URL for the same.  Now through this blog I will be explaining you one of the complex requirement which we recently came across. One our Client had business over many… Read More »